How to Kick Things Off with Your Customers

SaaS Tattler 106 - How to Kick Things Off with Your Customers

When things start right, they stay right. Onboarding is a huge component of Customer Success, but before you actually get to work you need to take ownership of the new account and launch the relationship towards success. Kicking off a new relationship takes work, from collaborating with Sales to preparing your first customer calls, here are some best practices to help you navigate your first few days with a new customer.

One of the most influential relationships Customer Success teams build is with the Sales folks. In order for post-sale owners to successfully launch a new account, it’s crucial that Sales and Customer Success extensively communicate and collaborate. In this post, Brooke Goodbary shares what elements are crucial to a successful sales hand-off.

Having a solid launch process in place is a key indicator of future success for your customers

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The concept of a hand-off ultimately means a shift of responsibility from one player to the other. What if we rethought the way we conceive of that process to improve the customer experience? Hank Barnes offers the concept of a “leadershift”, one in which the person or department leading the effort shifts, as opposed to passing on responsibility.

The kickoff call is a defining moment in your customer relationship. It gives you the opportunity to get all of the information you’ll need to achieve a successful first 90 days with your customer. In this post, Jami Oetting lays out the 6 essential elements you should cover in every customer kickoff call.

A lot of companies focus on the “software” and under-invest on the “service” component - this is especially damaging during hand-offs and at onboarding. In this post, Ganesh Swami assembled a 4-steps checklist for customer-centric hand-offs.

If a customer is not onboarded correctly, they are bound to cancel their contract

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The Best of Customer Success Today

Customers want to be trusted. After all, would you want to do business with a company that feels like they don’t trust you? Are we guilty of having a process or rules that send the message to the customer, “We don’t trust you.”? Do You Trust Your Customers? Do Your Customers Trust You?

Silence from the customer was actually the scariest part of my job. That’s a warning sign – you can do as much as you can to get around it, like call or email them, but at the end of the day sometimes people just drop off and go silent. Customer Success: Why Is It So Important To Be Proactive?

About the Author

Mathilde is a Digital Marketing Analyst at Amity. After moving from France to complete a degree in Political Science from McGill University, she decided to settle in Toronto in order to pursue her passion for Marketing and Tech.